Market Views - International

In Short: Surprise unlikely in German elections 
Sept. 6, 2017 :: Thomas Banks
The far-right Alternative for Germany party may gain its first seats in the Bundestag but Chancellor Merkel appears on her way to a fourth term.
In Short: More growth from Europe 
Aug. 15, 2017 :: Marc Halperin
Recovery on the continent is spreading to southern tier.
Q&A: Can emerging markets maintain their mojo? 
Jul. 25, 2017 :: Leonardo Vila
There's a lot more to like than dislike in many emerging countries.
In Short: France signals continued EU recovery 
Jun. 26, 2017 :: Marc Halperin
Europe is sporting a healthier growth outlook.
In Short: A plot twist for global currencies 
Jun. 22, 2017 :: John Sidawi
Can the dollar turn the page on a rough first half of 2017?
In Short: May's election gambit backfires 
Jun. 9, 2017 :: Marc Halperin
We see no contagion effects from the hung Parliament following the surprise result of the U.K. election.
Market Memo: European equities ride the tailwinds 
May 15, 2017 :: Marc Halperin
Improved earnings, political stability and economic growth are setting the stage for better European equity performance.
Market Memo: What FX and Missouri have in common 
Apr. 11, 2017 :: John Sidawi
Both want the U.S. to "show me'' before buying in fully to the Trump-driven reflation trade.
Market Memo: How is the EM doing post-Trump? 
Apr. 11, 2017 :: Leonardo Vila
Just fine, thank you, as some of the old rules that suggest Fed tightening and tough trade talk are bad for the asset class aren't working this time around.
Market Memo: European equities ready to rally? 
Apr. 5, 2017 :: Peter Smith
After a prolonged period of deleveraging, European consumers, corporations and governments are spending again.
2017 Outlook: What's ahead for emerging markets? 
Dec. 20, 2016 :: Leonardo Vila
Unlike the past, rising U.S. rates don't necessarily portend tough times for emerging markets.
Market Memo: Don't count out EM 
Dec. 1, 2016 :: Ihab Salib
We think the doom and gloom about emerging markets is overdone.
Energy Watch: Oil's new paradigm 
Oct. 26, 2016 :: Ihab Salib
We can no longer look to oil as the primary indicator of the condition of the global economy and risk assets.
In Short: The potential perils of the pound's fall 
Oct. 10, 2016 :: John Sidawi
The pound sell-off, which quickened last week with new Brexit news, has implications beyond speculation.